See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,057 | $72,071-91.6% | $68,368-91.1% | $137,256-95.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 47.60% | 353.14%-305.5pp | 292.57%-245.0pp | 220.34%-172.7pp |
| Employer contribution / active EE | $2,292 | $2,788-17.8% | $2,649-13.5% | $4,156-44.9% |
| Participant deferral / active EE | $3,184 | $4,410-27.8% | $4,123-22.8% | $6,407-50.3% |
| Admin fee / account holder | $26 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |